Atlanta Wealth Management

Atlanta, Georgia

3372 Peachtree Road NE, Suite 115
Atlanta, GA 30326
Phone: 470.480.3101
Fax: 470.689.0013

Get in touch

Our wealth management team in Atlanta can build and execute a personalized financial plan designed for your big picture. This approach is ideal for developing creative strategies around complex finances and taxes. 

Our team lives by a fiduciary responsibility to put your interests’ first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations such as Foundation for Hospital Art.

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Meet your Atlanta wealth management team

As a member of the Personal CFO team, I feel honored to be invited into the financial narr...

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Annika Williams, CFA


As a senior lead advisor, I work to support other advisors and make sure they have the too...

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Matt Mormino, CFP®

Senior Lead Advisor

Talk to an Atlanta financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    Dan S., Brighton Jones client